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Please note: Rabobank's branches are located in California only.
Continue or visit Rabo Agrifinance for AG lending outside of California.
For Business & Commercial Banking Products & Services
Rabobank branches and financial service centers are only located in California.
If you are looking for Ag Lending outside of California, visit Rabo AgriFinance.
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You can use Quicken / QuickBooks with Business Online Banking in two ways:
1.Download account information from Business Online Banking into Quicken / QuickBooks (Web Connect)
2.Download account information and utilize other features of Business Online Banking, including transfers and bill payments, through your Quicken / QuickBooks software (Direct Connect)
You can export transaction information in an Intuit QuickBooks OFX file format. Quicken data export is not currently supported.
Web Connect is an online service offered for Quicken® / QuickBooks® users. It allows you to download your transactions from Business Online Banking into your Quicken or QuickBooks software. The transactions will be automatically reconciled against what has already been entered. It is a simple quick way to manage your finances.
By using Direct Connect, you can access many of the features of Business Online Banking and Bill Pay at Rabobank. The two products share information about account transactions, bill payment, transfers and more. For example, if you pay a bill in Quicken® it will automatically be reflected in Business Online Banking. It is two-way communication between Rabobank and your Quicken® / QuickBooks® software.
There is no charge to access online banking or Bill Pay through Quicken or QuickBooks. However, to use the Direct Connect services you do need a Platinum level account.
The supported Quicken or QuickBooks versions are typically the current version, plus the prior two versions. The ability to use Direct Connect may vary. As Intuit (the maker of Quicken / QuickBooks) improves their products and security, the retirement of older versions of software is necessary. To find out more about Intuit's software retirement schedule, click on the appropriate link below.
Quicken® Retirement Schedule
QuickBooks® Retirement Schedule
You can access all accounts that are available in Business Online Banking.
If you are having technical issues with your Quicken or QuickBooks software, please contact Intuit. The following links can be used to access the product support sites.
If you are having problems with Business Online Banking, please call (800) 959-2399.
To continue using Web Connect or Direct Connect, you will need to upgrade to a more recent version of software.
To use Quicken/QuickBooks with your Business Online Banking account, you must be signed up for the Premium level of Business Online Banking. Please contact your local Business Banker to sign up for this service.
If you are signed up for the premium level, simply:
1. Log into Business Online Banking.
2. Go to the Online Services page and click on the "Set up a Direct Connection."
You will be led through a quick activation process. Once complete you will need to set up your account(s) in Quicken® / QuickBooks®. Refer to Intuit's User Guide for instructions specific to your version of Quicken / QuickBooks for creating accounts and enabling them for Direct Connect access.
You can perform many activities that you would through Business Online Banking.
•View account balances
•Get account activity
•Perform a one-time transfer
•Send and receive secure messages
Yes, Direct Connect is secure. In addition to the login ID and password that you use to access Business Online Banking, specific access must be set up in Business Online Banking. Once this connection is set up, no other connections are allowed. For your protection, only one connection can be set up in Business Online Banking, additional connections from other computers require calling eBanking at (800) 959-2399.
Yes, but you will need to call eBanking at (800) 959-2399 to authorize the additional connections.
You can pay bills from the same accounts you can from Business Online Banking.
The cutoff times are the same as for Business Online Banking and are listed below. Transactions completed after the cutoff time or on a day that is not a business day will be processed the following business day.
•Transfers between Accounts - The cutoff for same day processing is 9:00 p.m. Pacific Time. Transfers are completed in real time. Those completed after 9:00 p.m. Pacific Time will be posted on the following business day.
•Bill Payments - The cutoff for same day processing is 10:00 a.m. Pacific Time. To ensure that payment is properly credited to your account prior to the payment due date, please allow at least five (5) business days from the current date for processing and delivering the payment. Remember to allow for weekends and holidays as you schedule payments. The system will display the quickest date that a payment can be credited.
You can perform transfers from the same accounts you can in Business Online Banking.
You will be able to view up to 90 days of account activity depending on when your account was added to Business Online Banking.
To use Web Connect:
In recent version of Quicken/QuickBooks, this can be configured to automatically log in for you and retrieve your recent transactions.
Visit our Help and FAQs pages
Agents are available by phone:
Monday - Friday: 7:00AM - 6:00PM (Pacific)
Saturday & Sunday: Closed
Personal and Business banking products are offered by Rabobank, N.A. Agricultural products are offered by Rabobank, N.A., Rabo AgriFinance, and Rabobank International. Rabobank, N.A. is a Member FDIC and an Equal Housing Lender. Member FDIC and Equal Housing Lender are not applicable to Rabo AgriFinance or Rabobank International. Online account opening available to residents of California only. © Rabobank 2015. Disclaimer
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